Beau Mathew Gregory Lancaster – Financial Adviser

Adviser identifying number: 1250378
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2015

Name of the licence holder: EASTWOODS WEALTH MANAGEMENT PTY LTD
Licence number: 237853
Licensee’s ABN: 17008167002
Licence controlled by: COMMUNITY CPS AUSTRALIA LIMITED

The date the Financial Adviser commenced the appointment: 05/12/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: EASTWOODS WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 237853
Authorised Representative’s ABN: 17008167002

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

  • Advanced Diploma of Financial Planning – Mentor Education
  • Avance Diploma od Financial Planning – Mentor Education
  • Diploma of Financial Planning – Mentor Education
  • Diploma of Financial Planning – Mentor Education

Relevant memberships of professional bodies or industry associations:

  • Association of Financial Advisers (AFA)
  • Financial Planning Association of Australia (FPA)

Beau Mathew Gregory Lancaster is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Retirement Savings Account Products
  • Securities
  • Superannuation